We are live on ! Find out more
DNI

Dividend and Income Fund

Delisted

DNI was delisted on the 8th of October, 2020.

37 hedge funds and large institutions have $39.2M invested in Dividend and Income Fund in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

21% more capital invested

Capital invested by funds: $32.3M → $39.2M (+$6.92M)

16% more funds holding

Funds holding: 3237 (+5)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
11
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1
Blue Bell Private Wealth Management
Pennsylvania
$4.79M +$138K +11,378 +3%
MC
2
Matisse Capital
Oregon
$4.32M -$157K -12,900 -3%
SCM
3
Saba Capital Management
New York
$3.68M +$1.88M +154,922 +103%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.94M -$128K -10,513 -4%
Morgan Stanley
5
Morgan Stanley
New York
$2.73M -$199K -16,412 -7%
SIA
6
Sit Investment Associates
Minnesota
$2.03M
Citigroup
7
Citigroup
New York
$1.97M +$569K +46,818 +40%
CRC
8
Curi RMB Capital
Illinois
$1.87M +$1.88M +154,862 New
Bank of America
9
Bank of America
North Carolina
$1.66M +$387K +31,838 +30%
DA
10
Doliver Advisors
Texas
$1.47M -$83.4K -6,865 -5%
AA
11
Ancora Advisors
Ohio
$1.45M -$124K -10,200 -8%
ZIG
12
Zuckerman Investment Group
Illinois
$1.32M +$243K +20,000 +22%
WS
13
Wedbush Securities
California
$1.3M +$218K +17,931 +20%
Wells Fargo
14
Wells Fargo
California
$1.21M +$91.2K +7,505 +8%
HighTower Advisors
15
HighTower Advisors
Illinois
$983K +$745K +61,345 +303%
Invesco
16
Invesco
Georgia
$810K +$816K +67,142 New
CL
17
CSS LLC
Illinois
$782K +$48.2K +3,968 +7%
LCM
18
Landscape Capital Management
New Jersey
$745K -$229K -18,854 -23%
TC
19
TFS Capital
Pennsylvania
$430K +$207K +17,060 +92%
UBS Group
20
UBS Group
Switzerland
$397K -$103K -8,495 -21%
GC
21
Guggenheim Capital
Illinois
$356K -$385K -31,663 -52%
RJA
22
Raymond James & Associates
Florida
$341K +$344K +28,311 New
YCM
23
Yakira Capital Management
Connecticut
$256K -$98.6K -8,118 -28%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$204K +$206K +16,939 New
SG Americas Securities
25
SG Americas Securities
New York
$199K +$201K +16,534 New

DNI Hedge Fund Activity: Q1 2017 in Review

37 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Dividend and Income Fund (DNI) for Q1 2017, worth a combined $39.2M — up 21% from $32.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DNI positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $1.88M. The largest seller was Guggenheim Capital, cutting an estimated $385K.

  • 37 institutional investors held Dividend and Income Fund (DNI) as of Q1 2017, up from 32 in Q4 2016.
  • Funds reported $39.2M of Dividend and Income Fund stock for Q1 2017, up 21% quarter-over-quarter.
  • 9 funds opened new Dividend and Income Fund positions in Q1 2017 and 3 closed out, a net change of +6 holders.
  • The largest Dividend and Income Fund buyer in Q1 2017 was Saba Capital Management, an estimated $1.88M added.
  • The largest Dividend and Income Fund seller in Q1 2017 was Guggenheim Capital, an estimated $385K sold.

Based on aggregated 13F filings for Q1 2017.